Important: Due to the limitations on data available from Facebook, social interactions are matched by first and last name, and not by email address. This may cause your automation to trigger for a lead with the same name that did not interact with your Facebook account.

Recommended Actions

There are several ways to customize a workflow. For social media interactions, SharpSpring recommends the following workflow actions:

Action

Description

Send a notificationto email or user

Send your marketing or sales team a notification when someone interacts with your Facebook, Twitter, or LinkedIn posts.

Assigncontact owner

Assign a salesperson to a lead once they interact with your social media accounts. You can even choose round robin so your entire team has an even distribution of leads.

Add to listor list with tag

Use Facebook, LinkedIn, or Twitter lists to segment your leads based on what platform they are interested in.

Changecontact status

Give your leads a qualified lead status if they interact with your social platforms.

Changecontact persona

Create personas based on what social platform your leads use to create dynamic content based on different platforms.